Morning Memo
 
Wealth Management Morning Memo

JULY 11, 2022

ETFS

Alternative ETFs at Mid-Year

Looking forward, two alternative strategies—a currency play and an inflation hedge—point to two different return prospects for the remainder of the year.

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INDUSTRY

B/D Aggregator Wentworth to Go Public Via Kingswood SPAC

The two will merge under newly created Binah Capital Group, which will have over 1,900 advisors and $25 billion in assets.  

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SPONSORED WEBINAR

Turning Efficiency into Scale: Trends in Investment Management Outsourcing

Join on July 20th for a look at the key findings from the 2022 Race to Scalability Study, which tracks where and how advisors are finding efficiencies to better scale and growh their businesses, enabling them to create a better client experience.

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PHILANTHROPY

Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter

Check that documents received from a charity acknowledging a donation include key information.

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HIGH NET WORTH

Billionaires Can’t Get Enough of Private Equity

The ultra-wealthy are stepping up as pension funds and endowments reach their limits.

FULL ARTICLE